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Accredited Investors’s Southern Company SO Stock Holding History

Accredited Investors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Buy
2,569
+240
+10% +$22.6K 0.01% 268
2026
Q1 		$225K Sell
2,329
-117
-5% -$10.8K 0.01% 259
2025
Q4 		$213K Buy
2,446
+120
+5% +$11K 0.01% 261
2025
Q3 		$220K Hold
2,326
– – 0.01% 241
2025
Q2 		$214K Hold
2,326
– – 0.01% 228
2025
Q1 		$214K Buy
+2,326
New +$201K 0.01% 223
2024
Q3 		– Sell
-3,121
Closed -$242K – 245
2024
Q2 		$242K Sell
3,121
-237
-7% -$18K 0.02% 187
2024
Q1 		$241K Buy
3,358
+237
+8% +$16.4K 0.02% 185
2023
Q4 		$219K Hold
3,121
– – 0.02% 183
2023
Q3 		$202K Hold
3,121
– – 0.02% 181
2023
Q2 		$219K Sell
3,121
-3,635
-54% -$261K 0.02% 181
2023
Q1 		$470K Hold
6,756
– – 0.04% 115
2022
Q4 		$482K Buy
+6,756
New +$452K 0.04% 103

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Accredited Investors's SO Position: Q2 2026 in Review

Accredited Investors increased its Southern Company (SO) stake by 10% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,569 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #268.

Accredited Investors first reported a position in SO in Q4 2022 and has held it in 13 quarters since. The position peaked at $482K in Q4 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Accredited Investors held 2,569 shares of Southern Company worth $246K as of Q2 2026.
  • Accredited Investors bought 240 Southern Company shares in Q2 2026, an estimated $22.6K.
  • Southern Company made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #268 holding.
  • Accredited Investors first reported a position in Southern Company in Q4 2022 and has held it in 13 quarters since.
  • Accredited Investors's Southern Company position peaked at $482K in Q4 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.